Your Own Retirement, LLCBlog

We help individuals and families pursue their ideal retirements.

Preventing Elderly Financial Abuse

August 18, 2017

A recent study by the Center for Retirement Research at Boston College concluded that many retirees who do not suffer from any cognitive impairment can still manage their money through their 70s and 80s.1 The study reports that financial capacity relies on accumulated knowledge and that knowledge stays mostly intact as we age. However, the study…

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Tax-Deferred or Tax-Exempt? Potential Benefits to Having Both

August 11, 2017

Over the years, you may have heard it’s good to have different “kinds” of money as you head into retirement. A financial advisor may recommend a combination of tax-deferred and tax-exempt financial products, diversifying your money to help take advantage of the tax benefits both types of products provide. What many people don’t understand, however,…

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3 Common Questions about Social Security

August 4, 2017

3 Common Questions About Social Security   While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall financial strategy for retirement. But making sense of the basic ins and outs of Social Security can be overwhelming. Here are three questions…

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Divorce During Retirement

July 6, 2017

  A funny thing happens when you get busy with trying to achieve all the things you want out of life: You lose a few along the way. Unfortunately, some people lose their marriage.1 However, for those who are truly unhappy and can’t see a way back to blissful partnership, a “gray divorce” isn’t necessarily all…

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Checks and Balances: How Much Can a U.S. President Do?

March 24, 2017

Donald Trump has a broad presidential agenda that encompasses foreign trade, immigration, deregulation, taxes and investment in U.S. infrastructure. These policies are poised to impact certain industries over others, such as health care, energy, financial services and technology.1 Every presidential candidate enters the campaign with a platform of changes and priorities, which presumably dominate the…

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Clients Gather Donations for Veterans in Need

January 25, 2017

Last month, we hosted our Client Holiday Party at the Willow in Pittsburgh. In the spirit of giving, we asked our guests to donate items for the H.J. Heinz Veterans Recovery Center in O’Hara Township — and, boy, did they deliver! Our clients’ generosity made it possible to fill two large baskets with toiletries, which…

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Classroom Donation Helps Kids Stay Focused

January 25, 2017

Sept. 10, 2016 Last fall, we were pleased to donate money to Mrs. Grandstaff’s classroom in Raeford, North Carolina, to help fund unique, kid-inspired seating. The comfortable and ergonomic Kore Wobble Chairs help students strengthen their core muscles and provide an outlet for restlessness. Here’s how Mrs. Grandstaff describes her students and the need for…

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